See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,021 | $129,942-32.3% | $104,294-15.6% | $134,475-34.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.21% | 42.03%-59.2pp | 24.61%-41.8pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,383 | $4,184-19.2% | $3,372+0.3% | $4,740-28.6% |
| Participant deferral / active EE | $7,182 | $5,588+28.5% | $4,625+55.3% | $6,400+12.2% |
| Admin fee / account holder | $2,549 | $9,323-72.7% | $7,339-65.3% | $11,426-77.7% |